HEARTSONG INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEARTSONG INC (EIN 13-3665796)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201531359349304338
- Schema version
- 2013v4.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T11:58:22-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1 |
| City | HARRISON | City |
| State | NY | State |
| ZIP Code | 105281633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133665796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTSONG INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 9148725227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SUMMIT AVENUE NO 230 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION ANDERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9148725227 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDITH MCNATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SUMMIT AVENUE NO 230 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $422,585 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEARTSONG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $277,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $233,964 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $92,309 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $136,157 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,603 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,316 | CYOtherRevenueAmt |
| PY Total Revenue | $382,016 | PYTotalRevenueAmt |
| CY Total Revenue | $367,805 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,398 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $266,147 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $268,404 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $7,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,706 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $143,316 | PYOtherExpensesAmt |
| CY Other Expenses | $108,018 | CYOtherExpensesAmt |
| PY Total Expenses | $454,861 | PYTotalExpensesAmt |
| CY Total Expenses | $406,922 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$72,845 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$39,117 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,037 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $160,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $215,560 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$128,406 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$167,523 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEARTSONG'S MISSION IS TO PROVIDE CLINICALLY-BASED MUSIC AND ART THERAPY PROGRAMS THAT SEEK TO ENHANCE THE FUNCTIONING LEVEL AND QUALITY OF LIFE FOR CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES. LOCATED IN WESTCHESTER COUNTY, NEW YORK, BUT DRAWING CHILDREN FROM THROUGHOUT THE NEW YORK METROPOLITAN AREA, HEARTSONG PROVIDES ITS PROGRAM SERVICES ON SATURDAYS FROM SEPTEMBER TO JUNE AT WESTCHESTER SCHOOL 29 IN YONKERS AND AT GOOD COUNSEL ACADEMY ELEMENTARY SCHOOL IN WHITE PLAINS. OUR OUTREACH PROGRAMS, VOLUNTEER OPPORTUNITIES AND FAMILY SUPPORT SERVICES ARE AVAILABLE THROUGHOUT THE CALENDAR YEAR. THOSE WHO BENEFIT THE MOST FROM OUR PROGRAMS AND SERVICES ARE THOSE FAMILIES WHOSE CHILDREN HAVE BEEN DIAGNOSED WITH AUTISM, CEREBRAL PALSY, DOWN SYNDROME, DEVELOPMENTAL DELAYS, AND MULTIPLE DISABILITIES. HEARTSONG MEETS A CRITICAL NEED FOR COMMUNITY-BASED ART AND MUSIC THERAPY FOR THESE SPECIAL NEEDS CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $176,242 | ExpenseAmt |
| Grant | $30,500 | GrantAmt |
| Revenue | $119,347 | RevenueAmt |
| Desc | CREATIVE ARTS THERAPIES, WHEN USED IN A THERAPEUTIC SETTING, HAVE BEEN SHOWN TO BENEFIT CHILDREN WITH SPECIAL NEEDS BY IMPROVING ATTENTION SPAN, SPEECH AND LANGUAGE DEVELOPMENT, FINE AND GROSS MOTOR SKILLS, SELF-ESTEEM, AND SELF-CONFIDENCE. HEARTSONG'S GROUP FORMAT ALLOWS FOR THE ADDED BENEFIT OF IMPROVING EACH CLIENT'S SOCIAL SKILLS, WHILE REDUCING THE CONSTANT ISOLATION OFTEN FELT BY SO MANY. THIS STRUCTURE IS CONDUCIVE TO THE PARTICIPANTS FORMING BONDS, WHICH IN SOME CASES LEAD TO FIRST FRIENDSHIPS. THROUGH HEARTSONG'S CREATIVE ARTS THERAPY PROGRAMMING, INDIVIDUALS ARE HELPED TO INCREASE:- USE OF VOCALIZED SOUNDS FOR THE PURPOSE OF COMMUNICATION- ABILITY TO MAINTAIN FOCUS ON A GIVEN TASK AND DISPLAY INTEREST IN PEER PARTICIPATION- ABILITY TO CHOOSE TO DEFER GRATIFICATION FOR THE GREATER GOOD- AWARENESS OF THE IMPACT OF ONE'S BEHAVIOR ON OTHERS- AWARENESS OF THE IMPACT OF ONE'S EMOTIONAL SELF-EXPRESSION ON OTHERS- ENGAGEMENT IN RECIPROCAL/COOPERATIVE INTERACTIONS WITH OTHERSHEARTSONG CONTINUES TO REDEFINE AND ADAPT ITS SERVICES TO A RAPIDLY CHANGING GROUP OF PEOPLE. EVERY YEAR, MORE PEOPLE ARE DIAGNOSED AND ARE MORE SEVERELY IMPACTED BY AUTISM SPECTRUM DISORDERS. WE ARE INCORPORATING MORE STRATEGIES SPECIFIC TO THIS POPULATION. DUE TO THE SEVERE NATURE OF MANY PARTICIPANTS, GROUP SIZES HAVE BEEN DECREASED TO BETTER SERVE CLIENTS. HEARTSONGS PROGRAMS AND SERVICES INCLUDE THE FOLLOWING:THE SATURDAY PROGRAM OF CREATIVE ARTS THERAPY (ART, MUSIC, DANCE/MOVEMENT); PROVIDING CREATIVE ARTS THERAPY TO 100 INDIVIDUALS, WITH 10 THERAPISTS AND 26 VOLUNTEERS. QUALIFIED VOLUNTEERS WORK UNDER THE SUPERVISION OF CERTIFIED MUSIC, ART, DANCE/MOVEMENT THERAPISTS TO FACILITATE CLIENT PARTICIPATION IN SAFE, NURTURING SMALL GROUP SESSIONS. - SCHOOL VACATION & SUMMER BREAK RESPITE PROGRAMS: THREE-HOUR IMMERSION PROGRAMS OFFER DAILY SESSIONS OF ART, MUSIC, DANCE/MOVEMENT THERAPIES. _ TRAINING & CONSULTATION PROGRAMS (PARENT SUPPORT, PROFESSIONAL DEVELOPMENT, LUNCH & LEARN SERIES); OFFERING MONTHLY INFORMATIONAL SPEAKER SERIES, COMMUNITY-BASED TRAINING AND CONSULTATION SERVICES, PARENT SUPPORT & CAREGIVERS GROUPS.-AFTER SCHOOL CLUB FOR ADOLESCENTS: PROVIDING ACADEMIC SUPPORT, SOCIAL SKILLS, LIFE SKILLS, SELF-ESTEEM DEVELOPMENT. ART, MUSIC & DANCE/MOVEMENT THERAPIES ARE KEY COMPONENTS THAT ARE INTEGRATED INTO THE PROGRAM.-COMMUNITY-BASED PROGRAMS (CREATIVE ARTS THERAPY PROGRAMS FOR SENIORS, EARLY CHILDHOOD, SCHOOL AND OTHER COMMUNITY-BASED PROGRAMS & SERVICES). PROVIDING CONTRACTUAL ART, MUSIC, DANCE/MOVEMENT THERAPY SERVICES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,161 | ExpenseAmt |
| Revenue | $16,810 | RevenueAmt |
| Desc | ART AND MUSIC THERAPY ARE NOT USUALLY COVERED BY PRIVATE OR PUBLIC INSURANCE IF PROVIDED OUTSIDE OF AN INSTITUTIONAL SETTING, SUCH AS A REHABILITATION HOSPITAL. HEARTSONG IS COMMITTED TO MAKING ITS PROGRAMS AVAILABLE REGARDLESS OF A FAMILY'S ABILITY TO PAY. THE FEE STRUCTURE ENSURES THAT ALL FAMILIES RECEIVE SOME FINANCIAL ASSISTANCE, FROM PARTIAL TO TOTAL AID. BASED ON INCOME, MORE THAN 40% OF THE CHILDREN SERVED RECEIVED THERAPY AT NO COST TO THEIR FAMILIES THIS PAST YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,680 | ExpenseAmt |
| Desc | HEARTSONG CURRENTLY PARTNERS WITH COMMUNITY-BASED AGENCIES IN THE TRI-STATE AREA TO PROVIDE THE BENEFITS OF MUSIC AND/OR ART THERAPY SERVICES TO CHILDREN WITH SPECIAL NEEDS. WE HAVE APPROACHED EACH OF THESE PARTNERSHIPS ACKNOWLEDGING IN EACH A UNIQUE SET OF CHALLENGES THAT DEMAND SENSITIVITY AND ACCOMMODATION TO DIFFERENCES OF CULTURE, PROTOCOL, STYLE, AND SOCIAL NORMS. SINCE ITS INCEPTION, HEARTSONG HAS RECOGNIZED THE NEED FOR THE AVAILABILITY OF CREATIVE ARTS THERAPY SERVICES BEYOND THE CONFINES OF THE HOSPITALS AND CLINICS WHERE THESE PIONEERING THERAPY MODELS WERE FIRST CONCEIVED AND DEVELOPED SOON AFTER THE SECOND WORLD WAR. TODAY, WITH THE CLOSING OF MORE LARGE HOSPITALS AND THE "MAINSTREAMING" OF A GREATER NUMBER CHILDREN WITH SPECIAL NEEDS, COMES A GREATER NEED FOR THE DELIVERY OF SERVICES TO PEOPLE WHERE THEY LIVE, IN THEIR SCHOOLS, AND AT AFTER-SCHOOL PROGRAMS WHERE THEY PLAY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $205,083 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR SHERIDAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143585613 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 277 MARTINE AVE SUITE 230 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN VARSAMES | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDITH MCNATT | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID P KATZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDLEY THOMASSET | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL J FORMISANO | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN ALLEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLENE COYNE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARION ANDERSON | ||||||
| EXECUTIVE DIRECTOR | 24.50 | Yes (X) | $66,838 | $0 | $2,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,838 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $78,828 | FundraisingAmt |
| Government Grants | $77,271 | GovernmentGrantsAmt |
| All Other Contributions | $77,865 | AllOtherContributionsAmt |
| Total Contributions | $233,964 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSIC AND ART THERAPY | 900099 | $119,347 | $119,347 |
| COMMUNITY OUTREACH PRO | 900099 | $16,810 | $16,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $136,157 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $50,350 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $78,828 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,780 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,430 | TotalRevenueColumnAmt |
| Exclusion | -$4,430 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,114 | TotalRevenueColumnAmt |
| Exclusion | $2,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,114 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,157 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,316 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,500 | TotalAmt |
| Program Services | $30,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,264 | TotalAmt |
| Management And General | $65,264 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,064 | TotalAmt |
| Program Services | $107,796 | ProgramServicesAmt |
| Management And General | $40,748 | ManagementAndGeneralAmt |
| Fundraising | $27,520 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,483 | TotalAmt |
| Program Services | $3,133 | ProgramServicesAmt |
| Management And General | $1,550 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,593 | TotalAmt |
| Program Services | $7,948 | ProgramServicesAmt |
| Management And General | $12,353 | ManagementAndGeneralAmt |
| Fundraising | $1,292 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200 | TotalAmt |
| Management And General | $2,200 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,569 | TotalAmt |
| Management And General | $11,569 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,070 | TotalAmt |
| Program Services | $966 | ProgramServicesAmt |
| Management And General | $2,531 | ManagementAndGeneralAmt |
| Fundraising | $10,573 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,521 | TotalAmt |
| Fundraising | $7,521 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,125 | TotalAmt |
| Management And General | $3,125 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,573 | TotalAmt |
| Management And General | $6,573 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,070 | TotalAmt |
| Program Services | $46,070 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280 | TotalAmt |
| Program Services | $280 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,775 | TotalAmt |
| Program Services | $3,775 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,822 | TotalAmt |
| Program Services | $3,822 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,220 | TotalAmt |
| Management And General | $8,220 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT | Desc |
| Total | $718 | TotalAmt |
| Program Services | $718 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,922 | TotalAmt |
| Program Services | $205,083 | ProgramServicesAmt |
| Management And General | $154,133 | ManagementAndGeneralAmt |
| Fundraising | $47,706 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,052 | BOYAmt |
| EOY | $13,314 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,792 | BOYAmt |
| EOY | $5,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,685 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,975 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,533 | BOYAmt |
| EOY | $2,710 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,167 | BOYAmt |
| EOY | $3,167 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,544 | BOYAmt |
| EOY | $48,037 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,903 | BOYAmt |
| EOY | $97,956 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,100 | BOYAmt |
| EOY | $39,140 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,500 | BOYAmt |
| EOY | $78,464 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,950 | BOYAmt |
| EOY | $215,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$128,406 | BOYAmt |
| EOY | -$167,523 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$128,406 | BOYAmt |
| EOY | -$167,523 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,544 | BOYAmt |
| EOY | $48,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$39,117 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $299,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,964 | CurrentTaxYearAmt |
| Total | $1,495,758 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $299,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,964 | CurrentTaxYearAmt |
| Total | $1,495,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,724 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,474,034 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8 | CurrentTaxYearMinus2YearsAmt |
| Total | $615 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $2,114 | CurrentTaxYearAmt |
| Total | $10,530 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,506,903 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $811,284 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2010 AMOUNT: $ 8,416. 2013 AMOUNT: $ 2,114. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,681 | DepreciationAmt |
| Book Value | $1,680 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,294 | DepreciationAmt |
| Book Value | $1,030 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,710 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Book Value | $3,167 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,167 | TotalBookValueOtherAssetsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $129,178 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $78,828 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,350 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $27,390 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $27,390 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $129,178 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $78,828 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,350 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,390 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,390 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,780 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,430 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $30,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HEARTSONG IS COMMITTED TO MAKING ITS PROGRAMS AVAILABLE REGARDLESS OF A FAMILY'S ABILITY TO PAY. THE FEE STRUCTURE ENSURES THAT ALL FAMILIES RECEIVE SOME FINANCIAL ASSISTANCE, FROM PARTIAL TO TOTAL AID. IN ORDER TO RECEIVE AID, EACH FAMILY MUST SUBMIT THEIR MOST RECENT INCOME TAX RETURN. SCHOLARSHIPS ARE DETERMINED BASE ON THE CLIENT'S ADJUSTED GROSS INCOME AND A SCHOLARSHIP SCALE APPROVED BY THE BOARD OF DIRECTORS. FEE SCHEDULE AS BELOW: TIER INCOME YEARLY FEE SEMESTER FEE PER SESSION TIER 1 $0 - $39,999 NO FEE NO FEE NO FEE TIER 2 $40,000-$54,999 $336 $168 $12.00 TIER 3 $55,000-$74,999 $504 $252 $18.00 TIER 4 $75,000-$99,000 $672 $336 $24.00 TIER 5 $100,000-$149,999 $840 $420 $30.00 TIER 6 $150,000-$199,999 $504 $504 $36.00 TIER 7 $200,000 PLUS $1,344 $672 $48.00 WE ESTIMATE THE COST PER CHILD FOR 28 WEEKS OF MUSIC OR ART THERAPY TO BE ABOUT $2,000. BASED ON THE ABOVE SCALE, NO FAMILY PAYS MORE THAN $1,200. IN ORDER TO MONITOR THE USE OF THE FUNDS, THE ORGANIZATION OFFERS THE INDIVIDUALS WHO ARE ELIGIBLE FOR THE AID THE REDUCED FEE RATE. THIS ENSURES THAT THE AID IS USED FOR THE PROGRAMS THE CHILD IS ATTENDING AT HEARTSONG. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION ANDERSON | PersonNm |
| Relationship With Org | EXECUTIVE DIRECTOR | RelationshipWithOrgTxt |
| Loan Purpose | FUND ORGANIZATION'S OPERATIONS | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $35,000 | OriginalPrincipalAmt |
| Balance Due | $78,464 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $78,464 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | HEARTSONG WAS ESTABLISHED IN 1992 BY THE PARENTS OF A CHILD WITH CEREBRAL PALSY AND HAS SERVED MORE THAN 1,200 CHILDREN SINCE ITS INCEPTION. OUR MISSION IS TO PROVIDE CLINICALLY-BASED MUSIC AND ART THERAPY PROGRAMS THAT SEEK TO ENHANCE THE FUNCTIONING LEVEL AND QUALITY OF LIFE FOR CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES. HEARTSONG SERVES WESTCHESTER COUNTY, AS WELL AS NEIGHBORING COUNTIES AND THE BRONX. CLIENTS SERVED RANGE IN AGE FROM FOUR TO TWENTY-ONE YEARS OF AGE AND HAVE DISABILITIES SUCH AS AUTISM, CEREBRAL PALSY, MENTAL RETARDATION, MULTIPLE DEVELOPMENTAL DELAYS, AND DOWNS SYNDROME. FIFTY-TWO PERCENT OF THOSE ENROLLED IN HEARTSONG HAVE A DIAGNOSED AUTISM SPECTRUM DISORDER. HEARTSONG'S INNOVATIVE GROUP FORMAT IMPROVES EACH PARTICIPANT'S SOCIAL SKILLS WHILE REDUCING ISOLATION OFTEN FELT BY THESE CHILDREN. HEARTSONG ALSO SEEKS TO ADDRESS THE UNMET NEEDS OF SEGMENTS WITHIN THE POPULATION IT SERVES. PROGRAMS HAVE BEEN INITIATED OR ARE IN PLANNING STAGES FOR PRE-SCHOOLERS AND ADOLESCENT CLIENTS. THESE INCLUDE "MOMMY AND ME" SESSIONS FOR CHILDREN UNDER AGE FIVE, A COLLABORATION WITH THE SCHOOLHOUSE THEATER IN CROTON, NEW YORK, FOR OLDER ADOLESCENTS AND A PILOT DANCE THERAPY PROJECT WITH THE GRADUATE DANCE PROGRAM OF SARAH LAWRENCE COLLEGE IN BRONXVILLE. IN 2010, HEARTSONG REALIZED A PARTNERSHIP WITH FAMILY SERVICES OF WESTCHESTER, A NOT-FOR-PROFIT DEDICATED TO STRENGTHENING AND SUPPORTING FAMILIES, CHILDREN AND INDIVIDUALS THROUGH ALL STAGES OF THE LIFE CYCLE. THIS COLLABORATION ALLOWS HEARTSONG TO INCREASE ITS IMPACT BY ADDING WEEKDAY SESSIONS AND ADDRESSING THE NEEDS OF TEENS THAT "AGE OUT" OF ITS CORE SERVICES. NOW FAMILIES CAN FIND THE MULTIPLE SERVICES THEY NEED IN ONE, SHARED LOCATION. |
| FORM 990, PART VI, SECTION A, LINE 3 | HEARTSONG, INC. OUTSOURCES ITS ACCOUNTING, IT AND HR SERVICES TO FAMILY SERVICES OF WESTCHESTER, INC., ("FSW"). THESE SERVICES INCLUDE PREPARATION OF FINANCIAL STATEMENTS, ANNUAL BUDGETS, PAYROLL, BENEFITS ADMINISTRATION, NEW HIRE PROCESSING, AND SETUP/MAINTENANCE OF IT NETWORK. FSW WAS PAID $25,660 FOR THESE SERVICES. NO INDIVIDUAL LISTED IN PART VII OF THE RETURN WAS PAID BY FSW. IN ADDITION, THIS AGREEMENT WAS TERMINATED AT THE END OF THE FISCAL YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | HEARTSONG, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO EMPLOYEES, BOARD MEMBERS, AND OFFICERS OF THE ORGANIZATION. IF AN INTERESTED PERSON BECOMES AWARE OF A POTENTIAL OR ACTUAL CONFLICT, THEY MUST DICLOSE THIS IMMEDIATELY. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE MEETING OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG IN WHICH THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OF DIRECTORS TAKES ACTION CONCERNING A FINANCIAL TRANSACTION OR ARRANGEMENT PREVIOUSLY REVIEWED BY A COMMITTEE OR AUTHORIZED BODY, THE BOARD SHALL MAKE ITS OWN DETERMINATION OR AFFIRM THE DETERMINATION OF THE COMMITTEE OR AUTHORIZED BODY AS TO WHETHER A CONFLICT OF INTEREST EXISTS. A. INTERESTED PERSONS SHALL COUNT TOWARD THE PRESENCE OF A QUORUM AT MEETINGS OF BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG NOTWITHSTANDING THAT INTERESTED PERSONS MAY NOT DELIBERATE OR VOTE ON A DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS OR ON A FINANCIAL TRANSACTION OR ARRANGEMENT IN WHICH THEY HAVE A FINANCIAL INTEREST. B. NOTWITHSTANDING ANY OTHER PROVISIONS OF HEARTSONG'S BY-LAWS, VOTES ON CONFLICTS OF INTEREST AND FINANCIAL TRANSACTIONS OR ARRANGEMENTS SHALL BE DETERMINED BY THE SAME PERCENTAGE OF THE DISINTERESTED PERSONS PRESENT AT A MEETING AS WOULD BE REQUIRED BY THE BY-LAWS OF HEARTSONG FOR ACTION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY, UNLESS A DIFFERENT PERCENTAGE IS REQUIRED BY STATUTE. WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG, BUT AFTER SUCH PRESENTATION AND ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE FINANCIAL TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL, IF HE OR SHE DEEMS IT APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE OF DISINTERESTED PERSONS TO INVESTIGATE ALTERNATIVES TO THE PROPOSED FINANCIAL TRANSACTION OR ARRANGEMENT. C. ONLY DISINTERESTED PERSONS UNRELATED TO AND NOT SUBJECT TO THE CONTROL OF THE INTERESTED PERSON MAY VOTE ON THE FINANCIAL TRANSACTION OR ARRANGEMENT. D. PRIOR TO VOTING ON THE FINANCIAL TRANSACTION OR ARRANGEMENT, THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL OBTAIN APPROPRIATE DATA AS TO COMPARABILITY. E. THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL DOCUMENT THE BASIS FOR ITS DETERMINATION AS TO THE FINANCIAL TRANSACTION OR ARRANGEMENT CONCURRENTLY WITH MAKING THE DETERMINATION, AS SET FORTH IN SECTION 5 OF ARTICLE III OF THE POLICY AND PROCEDURES. F. IF A FINANCIAL TRANSACTION OR ARRANGEMENT INCLUDES A NON-FIXED PAYMENT (SUCH AS A DISCRETIONARY BONUS), THERE SHALL BE A SPECIFIED CAP ON THE AMOUNT OF THE NON-FIXED PAYMENT AND THE FINANCIAL TRANSACTION OR ARRANGEMENT AND ITS COMPARABILITY SHALL BE CONSIDERED ON THE BASIS OF THE MAXIMUM AMOUNT PAYABLE. FAILURE TO DISCLOSE CONFLICTS OF INTEREST: A. IF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OF HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG HAS REASONABLE CAUSE TO BELIEVE THAT A DISQUALIFIED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE DISQUALIFIED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DISQUALIFIED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE RESPONSE OF THE DISQUALIFIED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY DETERMINES THAT THE DISQUALIFIED PERSON HAS, IN FACT, FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. C. THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY SHALL MAKE A WRITTEN RECORD, IN ITS MINUTES OR OTHERWISE, OF ITS REASON TO BELIEVE THAT A DISQUALIFIED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE COMMUNICATIONS BETWEEN IT AND THE DISQUALIFIED PERSON CONCERNING THE ALLEGED FAILURE TO DISCLOSE, AND ITS DETERMINATION AND ANY ACTION TAKEN REGARDING THE ALLEGED FAILURE TO DISCLOSE. THE MINUTES OF THE BOARD OF DIRECTORS, EACH COMMITTEE WITH BOARD-DELEGATED POWERS, AND EACH AUTHORIZED BODY OF HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG SHALL CONTAIN: (I) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED; AND (II) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE FINANCIAL TRANSACTION OR ARRANGEMENT, A SUMMARY OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED FINANCIAL TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. B. DOCUMENTATION OF THE BASIS FOR EACH DETERMINATION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY CONCERNING THE FINANCIAL TRANSACTIONS OR ARRANGEMENTS WITH INTERESTED PERSONS SHALL INCLUDE THE FOLLOWING: (I) THE TERMS OF THE APPROVED FINANCIAL TRANSACTION OR ARRANGEMENT AND THE DATE APPROVED; (II) THE DIRECTORS OR THE OTHER MEMBERS OF AN AUTHORIZED BODY WHO WERE PRESENT DURING THE DEBATE ON THE FINANCIAL TRANSACTION OR ARRANGEMENT THAT WAS APPROVED AND THOSE WHO VOTED ON IT; AND (III) THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY AND HOW THE DATA WAS OBTAINED. C. DOCUMENTATION OF THE BASIS FOR THE DETERMINATION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY CONCERNING THE FINANCIAL TRANSACTIONS OR ARRANGEMENTS WITH INTERESTED PERSONS SHALL BE COMPLETED NO LATER THAN THE NEXT MEETING OF THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY OR SIXTY (60) DAYS AFTER THE DETERMINATION, WHICHEVER IS SOONER. DOCUMENTATION OF THE BASIS FOR THE DETERMINATION BY THE BOARD OF DIRECTORS, COMMITTEE OR AUTHORIZED BODY CONCERNING THE FINANCIAL TRANSACTIONS OR ARRANGEMENTS WITH INTERESTED PERSONS MAY BE RECORDED BY COMPLETING A CHECKLIST FOR COMPENSATION OR A CHECKLIST FOR PROPERTY, AS APPLICABLE, IN SUBSTANTIALLY THE FORM INCLUDED IN APPENDIX A OF THE POLICY AND PROCEDURES. EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE OF HEARTSONG, EACH MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS OF HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG, AND EACH MEMBER OF AN AUTHORIZED BY HEARTSONG OR AN ENTITY CONTROLLED BY HEARTSONG SHALL SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (I) HAS RECEIVED A COPY OF HEARTSONG'S POLICY AND PROCEDURE ON CONFLICT OF INTEREST; (II) HAS READ AND UNDERSTANDS THE POLICY AND PROCEDURES; (III) HAS AGREED TO COMPLY WITH THE POLICY AND PROCEDURES; AND (IV) UNDERSTANDS THAT HEARTSONG IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. B. EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE OF HEARTSONG SHALL COMPLETE, SIGN AND SUBMIT ANNUALLY TO THE SECRETARY A CONFLICT OF INTEREST ANNUAL STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SALARY OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD AT HER HIRE DATE IN FEBRUARY 2008. IN THE FALL OF 2008, THE EXECUTIVE DIRECTOR'S SALARY WAS CUT BY 15% DUE TO ECONOMIC CONDITIONS. IN HER EMPLOYMENT CONTRACT IT STATES THAT THERE COULD BE THE POSSIBILITY OF A BONUS PAID BASED ON PERFORMANCE, BUT IT WAS DEPENDENT ON THE FINANCIAL CONDITION OF THE ORGANIZATION AT THAT TIME. THE EXECUTIVE COMMITTEE CONSULTED WITH THE ADVISORY BOARD ON INCENTIVE BONUSES FOR EXECUTIVE DIRECTORS AT COMPARABLE ORGANIZATIONS. IN ADDITION, THE COMMITTEE REVIEWED OTHER FORM 990'S FROM SIMILAR ORGANIZATIONS, AND COMPENSATION STUDIES DONE BY OTHER ORGANIZATIONS (SUCH AS CHARITY NAVIGATOR, GUIDESTAR, ETC). BASED ON THE BOARD'S REVIEW, THE BOARD APPROVED A BONUS OF $10,000 IN ADDITION TO THE EXECUTIVE DIRECTOR'S ANNUAL SALARY. THE APPROVAL WAS DOCUMENTED IN THE MINUTES TO THE EXECUTIVE COMMITTEE MEETING. AT THE SUBSEQUENT BOARD MEETING, THE BONUS RECOMMENDATION WAS MADE TO THE FULL BOARD BY THE EXECUTIVE COMMITTEE. IT WAS APPROVED AND DOCUMENTED IN THE MINUTES TO THAT BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, FORM 1023, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
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